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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,424 | $103,393-34.8% | $87,103-22.6% | $152,909-55.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 20.84% | 28.10%-7.3pp | 28.19%-7.4pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,980 | $4,778+25.1% | $4,049+47.7% | $5,851+2.2% |
| Admin fee / account holder | $787 | $12,195-93.5% | $7,491-89.5% | $11,601-93.2% |